CENTRAL TRUST Co Decreases Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

CENTRAL TRUST Co decreased its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 203,253 shares of the company’s stock after selling 12,518 shares during the period. CENTRAL TRUST Co owned 0.34% of JPMorgan Hedged Equity Laddered Overlay ETF worth $12,990,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth approximately $31,000. Gilpin Wealth Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $34,000. High Note Wealth LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $41,000. Godfrey Financial Associates Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $60,000. Finally, Larson Financial Group LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $58,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $67.22 on Wednesday. The firm has a market cap of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57. The stock’s fifty day moving average price is $67.51 and its two-hundred day moving average price is $66.62. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.16 and a 1 year high of $68.28.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.